Service Desk Technician

SERVI015000_2Who We AreWealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.SummaryWealthspire is seeking a highly skilled Service Desk Technician to support Microsoft 365, end-user computing, and collaboration services across the organization. This role provides advanced front-line support, resolves the majority of end-user issues independently, and escalates well-documented, complex problems to Infrastructure or Security teams when needed.The Service Desk Technician plays a critical role in maintaining a reliable, secure, and productive end-user environment.Key ResponsibilitiesEnd User SupportResolve escalated Service Desk tickets related to Microsoft 365, Windows devices, and collaboration toolsTroubleshoot Outlook, Exchange Online, Teams, SharePoint, OneDrive, and desktop application issuesProvide clear communication and timely follow-up to users throughout the ticket lifecycleDeliver professional, high-quality support to business users, including executives when requiredIdentity & Device SupportSupport user onboarding, offboarding, and access changes in Entra ID (Azure AD)Troubleshoot MFA, sign-in, and access issues; escalate conditional access or policy issues when appropriateSupport Intune-managed Windows devices, including compliance issues, application installs, and device troubleshootingOperational SupportDocument troubleshooting steps, resolutions, and escalation details accurately in the ticketing systemContribute to knowledge base articles and standard operating proceduresFollow established incidents, change, and security processes in a regulated environmentAssist end users during tenant transitions, acquisitions, divestitures, and device refresh activitiesParticipate in day-to-day technology operationsQualifications3–6+ years of Service Desk or End User Support experience in a corporate environmentStrong hands-on experience supporting Microsoft 365 (Outlook, Teams, SharePoint, OneDrive)Working knowledge of Entra ID (Azure AD), MFA, and user access troubleshootingExperience supporting Intune-managed Windows endpointsAbility to resolve most issues independently and escalate effectively when requiredStrong customer service, documentation, and communication skillsExperience in financial services or regulated environments preferredWhat Makes This Role UniqueExposure to enterprise Microsoft 365 environments and real-world change initiativesCollaboration with Infrastructure, Security, and Operations teamsOpportunity to grow toward Tier 3 or specialized roles over timeWhat We OfferWe're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $64,000 – $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.Wealthspire is an inclusive Equal Employment Opportunity employer.